Proposals
Make your next proposal easy to understand.
Send homeowner-ready proposals that connect scope, visuals, report details, pricing, approvals, deposits, and next steps in one polished experience.
Who this is for: Reps and sales managers that need clear, persuasive proposal delivery across roofing and remodeling services.
Proposals
The homeowner’s scope, options & approvalMorgan primary bathroom
Walk-in shower · Oak vanity · Porcelain tile
Included in your remodel
- Shower, waterproofing, tile, and glass
- Vanity, quartz top, installation, and finishing
Made for the work
What you can do with Proposals
Present a complete scope
Bring estimate details and pricing into a structured proposal homeowners can review through a shared link.
Explain the options
Use package and upgrade sections to make choices clear before the customer approves the work.
Show the supporting detail
Include report information, design selections, project notes, and terms where they help explain the project.
Keep the next step moving
Follow proposal status, then carry approved work into deposit collection, materials, and scheduling.
How it works
How Proposals works
- 01
Bring in the estimate
Convert approved estimate details into structured proposal sections with clear scope and pricing.
- 02
Explain the choices
Add roof report details, design selections, optional packages, terms, and project notes where they help the homeowner decide.
- 03
Share and follow up
Share a customer review link and track proposal status so reps know when to follow up.
- 04
Move approved work ahead
Move approved proposals into scheduling, deposit collection, materials, and production handoff workflows.
In practice
A clear decision for the homeowner. A better handoff for your team.
HomeVision reduces friction between quote review, homeowner approval, deposit collection, and job scheduling.
- Sales reps presenting a cleaner close package
- Managers monitoring proposal follow-up
- Office teams starting deposits and scheduling from the approved proposal
Related modules
Keep the next part of the job connected.
Create a proposal workflow with HomeVision
Walk through Proposals with the jobs and handoffs that matter to your team.